401(k) · DOL Form 5500 · 2023
Monroe Operations, LLC 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 2,019
- Participants Near avg headcount
- 66th
- Percentile by assets National rank
- $7,117
- Avg per participant Low balance/head
Official DOL plan name: Newport Healthcare 401(k) Plan · Sponsored by Monroe Operations, LLC · Tennessee · Healthcare & Social Assistance
$14M in assets, 2,019 participants
Monroe Operations, LLC's Newport Healthcare 401(k) Plan reported $14M in total assets and 2,019 participants in its 2023 DOL Form 5500 filing, ranking in the 66th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #12,629 in Healthcare & Social Assistance (17,684 peers)
Monroe Operations, LLC multi-year trail
Monroe Operations, LLC's plans moved +523.9% in assets from 2022 to 2024; this filing shows Newport Healthcare 401(k) Plan at $14M / 2,019 participants.
- #12,629
- in Healthcare & Social Assistance (17,684 peers)
- +74.7%
- assets growth YoY
Newport Healthcare 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Newport Healthcare 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,369,256 Top 34% higher than 66% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Newport Healthcare 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newport Healthcare 401(k) Plan lands in the large band (2,019 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Newport Healthcare 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Newport Healthcare 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Newport Healthcare 401(k) Plan reported participants rose from 1,345 in the plan year 2022 filing to 2,019 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 260605517 · Monroe Operations, LLC PY 2023 · 401(k)
Newport Healthcare 401(k) Plan · $14M · 2,019 · 66th
- NET $14M
- NET 2,019
- NET 66th
- NET 401(k)
- NET near Peachtree Hotel Group 401(k) Plan
- NET ind #12629
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Tennessee →
Newport Healthcare 401(k) Plan in the asset neighbourhood
Monroe Operations, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Monroe Operations, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 523.8835794496259% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,345 | $8M |
| 2023 | 1 | 2,019 | $14M |
| 2024 | 1 | 2,064 | $51M |
Monroe Operations, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $6M |
| Employer EIN | 260605517 |
| Plan Effective Date | 2014-05-15 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Newport Healthcare 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Peachtree Hotel Group 401(k) Plan in GA ($14M); by covered participants it is 9dot 401(k) Plan in CA (2,018 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Peachtree Hotel Group 401(k) Plan (GA) $14M · 424
- Mission Cloud Services, Inc. 401(k) Plan (CA) $14M · 254
- Aviva Investors Americas Savings & Retirement Plan (IL) $14M · 31
- Bob Hall, Inc. 401(k) Profit Sharing Plan (MD) $14M · 102
Similar participant headcount
Nearest other-state filings by covered participants (2,019 participants); asset peers above are excluded.
- 9dot 401(k) Plan (CA) 2,018 · 1 off
- Meritage Homes Corporation 401(k) Savings Plan (AZ) 2,020 · 1 off
- The Herb Chambers Companies Section 401(k) Plan (CT) 2,020 · 1 off
- Reladyne LLC 401(k) Plan (OH) 2,018 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.